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Software Version

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Online Version

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Salesforce Financial Services Cloud Accredited Professional Sample Questions:

1. During a project's design phase, a consultant must provide a Financial Services Cloud solution that can support CompliantData Sharing (CDS). What are three things the consultant should consider regarding CDS?

A) A financial services company wants to track different categories of financial accounts in its org.
Relationship managers must be able to see all of these financial accounts in one place on the customer's Account record page grouped by categories. Which three steps should an administratortake to configure the Financial Account object and the Account Lightning record page to meet the design?
B) Compliance managers and Salesforce administrators can enable CDS for Account and Opportunity objects.
C) In a standard Salesforce org, Role Hierarchy for Account and Opportunity objects is enabled by default and can't be turned off.
D) Role Hierarchy-based sharing is disabled bydefault in CDS.
E) Participant Roles provide another way to grant data access without overwriting sharing behavior from existing sharing features.

2. Lake Tahoe Bank wants their customer reps to be able to see client records such as Person Accounts, but want to restrict access to Financial Accounts to protect the privacy of theirclients. Which two steps can an admin take to ensure that all users see Person Accounts, but only specific users can view Financial Accounts?

A) Change Organization-wide Defaults (OWD) shanng on the "Financial Accounts' object toPublic Read
/Write'.
B) Change Organization-wide Defaults (OWD) sharing on the 'Financial Accounts* object to Private'.
C) Change Organization-wide Defaults (OWD) sharing on the 'Person Accounts" object to 'Controlled by Parent.
D) Grant users access to the Financial Account object with permission set

3. How should developers configure customized nodes for display in Actionable Relationship Center (ARC)?

A) Select Use FlexCard from the node Display tab to show the node in a FlexCar
B) Reference the FlexCard in the Display properties of the custom ARC relationship graph.
C) Select OmniScript from the node Actions tab U^jhow the node in an OmniScript.
D) Reference the Lightning web component in the Display properties of the custom ARC relationship graph.

4. A bank recently sold its wealth management division and wants to improve its customers' digital experience.
The bank engaged Salesforce Professional Services to upgrade its existing Salesforce CRM to Financial Services Cloud and deliver its Bank of the Future vision.
Which three expected outcomes can serve as return on investment (ROI) justifications to the bank's chief financial officer (CFO)and investment committee?

A) Deliver connected and personalized digital experiences to the bank's customers thanks to a 360-degree view of its customer data consolidating multiple customer databases and sources from diverse channels at the bank.
B) Modernize client-advisor experiences from engagement to relationship management to effectively drive long-term, trusted relationships.
C) Unify and improve team collaboration by sharing and managing customer leads and referrals across multiple lines of business at the bank to drive customers' financial needs and deepen client relationships.
D) Manage policy holder's interactions with customer service agents intelligently through the underwriting process.
E) Simplify the client onboarding process with proper tools to streamline customer discovery and internal reviews through renewal.

5. During the design phase of a project, a consultant needs to provide a Financial Services Cloud (FSC) solution for a business requirement that forces a customer to answer a number of assessment questions to complete the onboarding process.
What are three things to consider regarding Discovery Framework?

A) FSC Discovery Framework allows archiving questions.
B) Discovery Framework forms cannot be deployed to Communities,
C) Discovery Framework is built based on Salesforce Flow.
D) Discovery Framework creates highly capable forms with integrations and advanced logic.
E) Discovery Framework can create both standard and hierarchical questions.

Solutions: